The Search Documents feature allows users to search for documents attached to case folders using specifically-created search criteria.
Accessing Search Documents
Users can access the Search Documents page by navigating to Main Menu > Search > Search Documents. The Search Documents page appears.
There are two sections on this page. The Documents with section allows users to search for case documents using text search, file type, and created dates. The Documents with Properties section allows users to search for documents using specific document properties. Each option is detailed in the subsections below.
Users can use one or a combination both of these areas to enter search criteria. Users are not limited to searching using either Documents with or Documents with Properties.
Search "Documents with"
Use the Documents with search to search for documents that feature key words. To search using the Documents with fields:
Access the Search Documents page by navigating to Main Menu > Search > Search Documents, and locate the Documents with fields
Complete the fields in the Documents with section. These fields are described in the table below
Field | Description |
|---|---|
All of these words | Search only returns results that match all words entered. |
The exact phrase | Search only shows results that match exactly the phrase entered. |
Any of these words | Search shows results matching any of the words entered. |
None of these words | Search only returns results that exclude the words entered. |
File Types | Search only shows results matching the file type extension entered. |
Created Date | Search only |
After the desired fields are complete, click Search to conduct a search for documents matching the criteria entered
Search "Documents with Properties"
Use the Documents with Properties search to search for documents using document attributes. To search using the Documents with Properties fields:
Access the Search Documents page by navigating to Main Menu > Search > Search Documents
Complete any fields within the Documents with section. These fields are described in the table below
Field | Description |
|---|---|
File Name | Search returns only results that match this Name. |
Attachment Type | Search returns only results that match this Attachment Type. |
Description | Search returns only results that match this Description. |
Comments | Search returns only results that match this Comments field content. |
Keywords | Search returns only results that include these keywords. |
Folder ID | Search returns only results that match this Folder ID number. |
Case Type | Search returns only results that match this case type. |
Initiating | Search returns only results that include this Initiating Office. |
Folder Status | Search returns only results that match this folder status. |
Select and order the desired output format using the arrow buttons within the Output Table Properties section
After the fields are complete, click Search to conduct a search for documents matching the criteria entered
Select and order the desired output format using the Arrow buttons within the Output Table Properties section
Save Document Search Criteria
Users can save the configured document search criteria with a unique identifier for use at a later time. Follow the steps below to save a custom document search:
Navigate to the Document Search page (Main Menu > Search > Search Documents), and input the search criteria into the available fields
Once all fields are populated as desired, click Save. The Save Search Criteria window appears
Enter a name for the search in the Name field, and click Save to save the search criteria with the name provided. This saved search can be accessed by clicking Select Search Criteria from the Search Documents screen
Select Document Search Criteria
To conduct a search using previously saved criteria:
Navigate to the Document Search page (Main Menu > Search > Search Documents), and click Select. The Select Search Criteria window appears:
All previously saved search configurations is present in the Select Search Criteria list. Select a saved criteria from the list, and click Apply to populate the search fields with the preselected data on the Search Documents page
Click Search to conduct the search using the saved criteria